Brad Wright
Launch Financial Planning · Andover, Massachusetts
Brad Wright is a fee-only financial advisor at Launch Financial Planning in Andover, Massachusetts, who holds the CFP credential. Launch Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Launch Financial Planning |
|---|---|
| Based in | Andover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $49.8M across 234 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MA, NH · CRD 6239582 |
| Exams passed | Series 65 (2013) · Series 63 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Brad's firm compares
- Launch Financial Planning's average account is about $213,000, from its Form ADV (assets managed divided by 234 accounts).
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Questions about Brad
Is Brad Wright a fee-only financial advisor?
Yes. Brad Wright is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brad's firm.
How does Brad charge for financial advice?
Brad's firm, Launch Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brad Wright based?
Brad Wright is based in Andover, Massachusetts.
What credentials does Brad Wright hold?
Brad Wright holds the CFP credential.
Is Brad Wright registered with the SEC?
Yes. Brad Wright is registered as an investment adviser representative in CA, MA and NH (CRD 6239582), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Launch Financial Planning manage?
Launch Financial Planning reports $49.8M across 234 accounts in assets under management.
How do I contact Brad Wright?
Contact details aren't on file yet. Search for Launch Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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